Evercore Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Evercore Wealth Management’s Portfolio VNQI Stock Details VNQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20	Closed	-$1K	–	781
2017 Q4	$1K	Buy	+20	New	+$1.2K	﹤0.01%	905
2016 Q1	–	Sell	-610	Closed	-$31K	–	1020
2015 Q4	$31K	Hold	610	–	–	﹤0.01%	682
2015 Q3	$31K	Hold	610	–	–	﹤0.01%	664
2015 Q2	$34K	Hold	610	–	–	﹤0.01%	702
2015 Q1	$34K	Buy	+610	New	+$34K	﹤0.01%	681
2014 Q4	–	Sell	-610	Closed	-$33K	–	990
2014 Q3	$33K	Buy	+610	New	+$35.5K	﹤0.01%	670

Other funds holding VNQI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's VNQI Position: Q1 2018 in Review

Evercore Wealth Management sold out of Vanguard Global ex-US Real Estate ETF (VNQI) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in VNQI in Q3 2014 and held it in 6 quarters. The position peaked at $34K in Q2 2015. 290 funds tracked by Wall St. Rank hold VNQI as of Q1 2018.

Evercore Wealth Management reported no remaining Vanguard Global ex-US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 20 Vanguard Global ex-US Real Estate ETF shares in Q1 2018, an estimated $1K.
Evercore Wealth Management first reported a position in Vanguard Global ex-US Real Estate ETF in Q3 2014 and held it in 6 quarters.
Evercore Wealth Management's Vanguard Global ex-US Real Estate ETF position peaked at $34K in Q2 2015.
290 funds tracked by Wall St. Rank held Vanguard Global ex-US Real Estate ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.